How to Send Receipts and Invoices from Your Gmail to Stampli Automatically
To send receipts from your Gmail to Stampli automatically, connect your Gmail to Receiptor AI, then set up one automation that routes each receipt to a dedicated per-customer address. Receiptor AI finds the receipts and invoices in your Gmail, extracts the details, and sends them to Stampli for you, so you no longer have to forward emails one at a time.
Why Stampli can't pull receipts from your Gmail on its own
Stampli only takes in receipts by email: you forward each message to a dedicated per-customer address, and it reads what you send. That only happens when you remember to forward, one receipt at a time, so any receipt sitting in your Gmail that you did not forward never reaches Stampli.
The manual way to send receipts from your Gmail to Stampli
- Confirm your Gmail address is verified in Stampli.
- Open the receipt in Gmail.
- Forward it to a dedicated per-customer address.
- Stampli reads it and adds it to your account.
This works, but only for receipts you forward yourself, and never for the ones already buried in your Gmail. At any real volume it becomes a daily chore that is easy to drop.
How to send receipts from your Gmail to Stampli automatically with Receiptor AI
It is a two-part setup: first connect your Gmail, then create one automation. Together they take just a few minutes.
Step 1: Connect your Gmail to Receiptor AI
- In Receiptor AI, open Sources > Email Accounts.
- Click Add Inbox.
- Choose Gmail and sign in on the login page that opens.
- Approve the access Receiptor AI requests. It is read-only: it can find and read your receipts and invoices, but never send or change your mail.
- Back on the dashboard, confirm Gmail shows as Connected. Turn on Continuous Monitoring so new receipts are caught automatically, and optionally run a Retroactive Extraction to pull in receipts and invoices already in your Gmail.
Step 2: Create the automation
- Open Stampli and copy your unique forwarding address (it looks like a dedicated per-customer address), since it is different for every account.
- Go to Agent > Automations in Receiptor AI.
- Describe the rule in plain English: Send all new documents to a dedicated per-customer address.
- Click Generate Rule, then Save.
Automatic forwarding is a premium Receiptor AI feature and requires a subscription.
When the manual method is enough
If you only handle a handful of receipts a month and never miss one, manual forwarding to a dedicated per-customer address is fine. The automation pays off once volume or recurring subscriptions make remembering to forward unreliable.
Ready to stop forwarding by hand? Start your free trial or see how Receiptor AI works.
